
CSSI Archiving Services
Did you know that when you sell your firm, you may need to keep books and records for a time unless...
Celebrating 31 Years of Client Service in 2026
610-992-9287CSSI provides managed cloud hosting for investment advisory firms that need secure infrastructure, business continuity, and support for APX, Axys, Moxy, QuickBooks, and related business applications. Firms usually come here when they are tired of managing servers, worried about downtime, or ready to get off on-prem infrastructure.
Request a Consultation

CSSI Cloud has helped firms keep their data secure and available while assisting them with best practices and working through the challenges of running complex environments. CSSI is the perfect partner to help your company get to the next level while providing continuity.
Secure, reliable infrastructure for investment advisory firms
CSSI's cloud hosting services have been supporting investment advisory businesses since 2005, providing secure solutions with specialized expertise in Advent products. Our comprehensive service includes product upgrades, technical support, and full access to CSSI's entire service suite—from BackOffice operations to Professional Services consulting.
Customized solutions that scale with your firm's needs, built on the latest technologies with no maintenance responsibility
Automatic background backups with rapid system restoration and standby environments available within hours
Web-accessible Outlook with customized security features including anti-virus, anti-spam, SSL, and firewall protection
CSSI cloud customers receive specialized Advent product support through flexible retainer agreements, with allocated monthly hours for both support and product upgrades.
Report troubleshooting, issue resolution, ticket management
APX®, Axys®, and Moxy® upgrade services
Coordinated process between CSSI resources and Advent
Secure cloud infrastructure designed for financial services
Asset management firms are increasingly migrating critical data and systems from on-premises to secure cloud environments. CSSI's private cloud solution provides a dual-backup infrastructure with instant access through an intuitive interface.
Our team of IT professionals delivers the high performance, availability, and security your business requires for continuous operations; accessible when and where you need it, even during power outages.
All benefits without management headaches
Flexibility to customize OS hardware/software
All-inclusive solution removing IT burden from your team
After assessing your specific needs, we design tailored solutions—whether à la carte or comprehensive—ensuring your business runs continuously at optimal performance.
Enterprise-level data protection and recovery solutions
In an industry where every hour of downtime could cost millions, CSSI's enterprise-level backup system ensures continuous access to your critical business data. Whether facing a virus, physical damage, or power outage, if you have an internet connection, we guarantee access to your essential information.
Our secure and accelerated recovery helps businesses of all sizes avoid costly downtime with enterprise-grade protection previously unavailable to small and medium-sized organizations.
Don't keep critical equipment and data in the office closet. CSSI can host your entire IT infrastructure—or any part of it—in our state-of-the-art facility, providing the high performance, availability, and security your business deserves with expert 24/7 monitoring.
Secure email and application hosting solutions
Email is essential to modern business but often represents one of the most vulnerable entry points to your private data. CSSI takes a holistic approach to email security, addressing availability, protection, and disaster recovery with tailored solutions for your specific risk profile.
These pages line up more closely with how firms search for hosted infrastructure and migration help.
Hosting for APX, Axys, and Moxy with support and upgrade help built in.
View pageA broader landing page for RIAs evaluating hosted infrastructure.
View pageFor firms that care most about security, audits, and compliance posture.
View pageMigration-focused page for firms moving from on-prem to a managed environment.
View pageStay up to date with the latest insights and updates related to this topic.

Did you know that when you sell your firm, you may need to keep books and records for a time unless...

As times change CSSI Solutions changes with them. I remember when I first got into IT and...

Recently we onboarded a BackOffice competitor who works with PortfolioCenter into CSSI Solutions private cloud...
Contact us today to learn more about how our cloud hosting solutions can benefit your business.
Contact Us